Security Groups & Service Reps

Teams

In Beyond, teams allow you to assign tasks, create dashboards, and share searches with different groups of service reps. To set up teams, you will need to first group your users by job title, region, or any other division that makes sense for your division. There is no limit to the number of teams you can create. There is also no limit to the number of teams any service rep can be apart of.

Additional Admin Options

Looking for more administration options? Want to customize some drop downs? Beyond is tied to our Enterprise System so there are additional administration settings you can change and customize that are in Enterprise. Any administration updates for drops downs including message action codes, interest codes, job titles, etc. that are updated in Enterprise will automatically update Beyond too.